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113 votes
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Natasha Williams
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226 votesNatasha Williams
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350 votesNatasha Williams
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301 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Natasha Williams
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82 votesNatasha Williams
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203 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Natasha Williams
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131 votesNatasha Williams
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13 votesNatasha Williams
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339 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Natasha Williams
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29 votesNatasha Williams
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20 votesNatasha Williams
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63 votesNatasha Williams
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36 votesNatasha Williams
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40 votesNatasha Williams
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215 votesNatasha Williams
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47 votesNatasha Williams
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201 votesNatasha Williams
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251 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Natasha Williams
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37 votesNatasha Williams
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I want to be able to choose a landscape or portrait option on all the custom reports